See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,977 | $108,919-80.7% | $100,391-79.1% | $145,922-85.6% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.64% | 57.88%-39.2pp | 49.20%-30.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,806 | $4,419-13.9% | $3,942-3.4% | $4,660-18.3% |
| Participant deferral / active EE | $7,034 | $8,445-16.7% | $8,082-13.0% | $6,688+5.2% |
| Admin fee / account holder | $1,588 | $9,689-83.6% | $7,899-79.9% | $13,397-88.1% |